{"id":55430,"date":"2026-11-02T10:46:00","date_gmt":"2026-11-02T09:46:00","guid":{"rendered":"https:\/\/www.chinasmartbuy.com\/blog\/soc-smartphone-2026-q3-apple-qualcomm-counterpoint\/"},"modified":"2026-11-02T10:47:27","modified_gmt":"2026-11-02T09:47:27","slug":"soc-smartphone-2026-q3-apple-qualcomm-counterpoint","status":"publish","type":"post","link":"https:\/\/www.chinasmartbuy.com\/blog\/soc-smartphone-2026-q3-apple-qualcomm-counterpoint\/","title":{"rendered":"SoC smartphone, Apple sale al 21% e si avvicina a Qualcomm nel terzo trimestre 2026"},"content":{"rendered":"\n\n<style>\n  :root {\n    --red: #CC1B1B;\n    --red-light: rgba(204,27,27,0.08);\n    --red-mid: #e84040;\n    --accent-soft-bg: rgba(204,27,27,0.07);\n    --accent-soft-border: rgba(204,27,27,0.18);\n    --text: #1a1a1a;\n    --text-muted: #666;\n    --card: #ffffff;\n    --border: #ebebeb;\n    --page-bg: #ffffff;\n    --surface-soft: #fafafa;\n    --surface-contrast: #f0f0f0;\n    --line-soft: #f5f5f5;\n    --soft-label: #bbb;\n    --muted-label: #999;\n    --copy: #333;\n    --font-head: 'Bebas Neue', sans-serif;\n    --font-body: 'DM Sans', sans-serif;\n    --heading-spacing: 0.04em;\n    --heading-weight: 400;\n    --spec-header-spacing: 0.08em;\n    --quickfacts-shadow: 0 10px 24px rgba(15,23,42,0.06);\n  }\n  .fbp5-wrap,.fbp5-wrap * { box-sizing:border-box; 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gap:40px; }\n    .fbp5-section h2 { font-size:32px; }\n    .fbp5-scheda-row { flex-direction:column; }\n    .fbp5-scheda-key { width:100%; }\n    .rh-phonebox-header { padding:18px 16px; flex-direction:column; align-items:center; }\n    .rh-phonebox-hero { width:150px; height:200px; }\n    .rh-phonebox-highlights { grid-template-columns:repeat(2,minmax(0,1fr)); }\n    .rh-phonebox-colors { padding:16px; }\n    .rh-phonebox-section { grid-template-columns:1fr; }\n    .rh-phonebox-section-label { padding:14px 20px; border-right:none; border-bottom:1px solid var(--border); }\n    .rh-phonebox-section-values { padding:14px 20px; }\n    .rh-affbox-grid { grid-template-columns:1fr; }\n    .rh-affbox-col:not(:last-child) { border-right:none; border-bottom:1px solid var(--line-soft); }\n    .rh-affbox-cta { width:100%; }\n    .rh-downloadjump { align-items:flex-start; flex-direction:column; margin:-22px 0 0; }\n    .rh-downloadjump a { width:100%; }\n    .rh-downloadbox-head { flex-direction:column; }\n    .rh-downloadbox-link { width:100%; }\n    .rh-offerbox-head { flex-direction:column; }\n    .rh-offerbox-links { grid-template-columns:1fr; }\n    .rh-offer-inline-wrap { flex-direction:column; align-items:flex-start; }\n    .rh-offer-inline-cta { width:100%; }\n  }\n<\/style>\n<div class=\"fbp5-wrap rh-json-article\" id=\"rh-article-mvz2rsis-5ub15\" data-rh-article-type=\"news\" data-rh-site-profile=\"china-smart-buy\">\n  <div class=\"fbp5-intro\">\n    \n    <p>Il mercato dei processori per smartphone attraversa una fase di forte rallentamento. Nel terzo trimestre del 2026 le spedizioni globali di SoC hanno registrato un calo del <strong>21% su base annua<\/strong>, segnale di una domanda ancora debole e di una filiera che continua a fare i conti con costi elevati, soprattutto sul fronte della memoria.<\/p><p>Nel quadro tracciato da Counterpoint Research emerge per\u00f2 anche un riequilibrio tra i principali fornitori. Apple sale al 21% della quota di mercato e si avvicina molto a Qualcomm, ferma al 22%, mentre Samsung cresce fino all\u20198%. Pi\u00f9 marcato invece l\u2019arretramento di MediaTek, che passa dal 34% del secondo trimestre al 28%.<\/p>\n  <\/div><figure class=\"wp-block-image size-large\" style=\"margin:18px 0;display:block;clear:both;width:100%;position:relative;z-index:1\"><a href=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/11\/soc-smartphone-104bc86e-7808-4ac1-8cdb-a50f-1rp7ktr66c.webp\" target=\"_blank\" rel=\"noopener\" style=\"display:block;width:100%;position:relative;z-index:2;pointer-events:auto;cursor:zoom-in\"><img decoding=\"async\" src=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/11\/soc-smartphone-104bc86e-7808-4ac1-8cdb-a50f-1rp7ktr66c.webp\" alt=\"Counterpoint \u6570\u636e\uff1a\u667a\u80fd\u624b\u673a SoC \u51fa\u8d27\u91cf 2026Q3 \u840e\u7f29 21%\uff0c\u82f9\u679c\u5e02\u5360\u903c\u8fd1\u9ad8\u901a\" loading=\"lazy\" style=\"display:block;max-width:100%;height:auto;margin:0 auto;pointer-events:auto\"><\/a><\/figure>\n  \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">mercato<\/div>\n        <h2>Apple e Samsung guadagnano terreno mentre <span>MediaTek perde quota<\/span><\/h2>\n        <p>Il dato pi\u00f9 interessante non riguarda solo la contrazione dei volumi, ma il modo in cui si stanno ridistribuendo le quote. I due gruppi che possono contare su una forte integrazione verticale tra chip e dispositivi finali, ci\u00f2\u00e8 Apple e Samsung, hanno migliorato la propria posizione.<\/p><p>Apple, in particolare, arriva a un passo da Qualcomm e riduce sensibilmente la distanza nel mercato dei SoC per smartphone. Qualcomm resta davanti, ma con un vantaggio ormai minimo. MediaTek mantiene comunque una quota molto rilevante, per\u00f2 il passaggio dal 34% al 28% in un solo trimestre evidenzia una pressione crescente.<\/p>\n        \n        \n        \n        \n        \n      <\/section>\n    \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">componenti<\/div>\n        <h2>Memorie ancora in aumento, ma con una <span>corsa meno aggressiva<\/span><\/h2>\n        <p>Uno dei fattori che continua a pesare sul settore \u00e8 il prezzo della memoria per smartphone. Nel terzo trimestre del 2026 gli aumenti si sono ridotti a un intervallo compreso tra il 5% e il 10%, dopo una fase pi\u00f9 tesa, ma nel quarto trimestre \u00e8 atteso comunque un ulteriore rialzo intorno al 5%. In pratica, la pressione sui costi non si \u00e8 esaurita, anche se la volatilit\u00e0 dovrebbe gradualmente attenuarsi.<\/p><p>Per contenere la distinta base, alcuni produttori di smartphone entry-level hanno gi\u00e0 iniziato a impiegare memorie ricondizionate o recuperate. Si tratta per\u00f2 di una soluzione ancora limitata, perch\u00e9 l\u2019integrazione sempre pi\u00f9 spinta nei pacchetti dei componenti riduce gli spazi di utilizzo reale.<\/p>\n        \n        \n        \n        \n        \n      <\/section>\n    \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">prospettive<\/div>\n        <h2>Il lancio dei nuovi SoC top di gamma pu\u00f2 aiutare il quarto trimestre, ma il <span>2027 resta debole<\/span><\/h2>\n        <p>L\u2019arrivo della nuova generazione di SoC flagship presentata a settembre pu\u00f2 offrire un impulso al mercato nell\u2019ultima parte del 2026, soprattutto nei modelli premium e nei cicli di rinnovo dei marchi pi\u00f9 forti. Tuttavia la ripresa attesa non dovrebbe bastare per riportare le spedizioni ai livelli del quarto trimestre 2025, confermando che la ripartenza sar\u00e0 solo parziale.<\/p><p>Le previsioni per l\u2019intero anno restano infatti prudenti: il 2026 dovrebbe chiudersi con un calo del 20% nelle spedizioni di SoC per smartphone, mentre il 2027 potrebbe segnare un\u2019ulteriore flessione tra il 3% e il 4%.<\/p>\n        \n        \n        \n        \n        \n      <\/section>\n    \n<\/div><div class=\"rh-attribution-pills\" style=\"display:flex;gap:10px;flex-wrap:wrap;justify-content:flex-start;margin:16px 0 0\"><a href=\"https:\/\/www.ithome.com\/1\/021\/118.htm\" target=\"_blank\" rel=\"noopener\" title=\"Via: VIA\" aria-label=\"Via: VIA\" style=\"display:inline-flex;align-items:center;gap:8px;padding:10px 16px;border-radius:16px;background:linear-gradient(135deg,#fff7ed,#ffedd5);color:#c2410c;text-decoration:none;font-size:11px;font-weight:900;letter-spacing:.08em;text-transform:uppercase;border:1px solid rgba(249,115,22,.20);box-shadow:0 8px 22px rgba(249,115,22,.08)\">Via<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Counterpoint segnala un forte calo delle spedizioni di SoC per smartphone nel terzo trimestre 2026, con Apple sempre pi\u00f9 vicina a Qualcomm.<\/p>\n","protected":false},"author":9,"featured_media":55429,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_yoast_wpseo_focuskw_text_input":"SoC smartphone 2026","footnotes":""},"categories":[480],"tags":[44],"class_list":["post-55430","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-smartphone"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>SoC smartphone, Apple sale al 21% e si avvicina a Qualcomm nel terzo trimestre 2026<\/title>\n<meta name=\"description\" content=\"Nel terzo trimestre 2026 le spedizioni globali di SoC per smartphone scendono del 21%. 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Apple sale al 21%, Qualcomm resta al 22% e MediaTek arretra.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.chinasmartbuy.com\/blog\/soc-smartphone-2026-q3-apple-qualcomm-counterpoint\/\" \/>\n<meta property=\"og:site_name\" content=\"ChinaSmartBuy\" \/>\n<meta property=\"article:publisher\" content=\"http:\/\/facebook.com\/chinasmartbuy\" \/>\n<meta property=\"article:published_time\" content=\"2026-11-02T09:46:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-11-02T09:47:27+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/11\/soc-smartphone-104bc86e-7808-4ac1-8cdb-a50f-1rp7ktr66c.webp\" \/>\n\t<meta property=\"og:image:width\" content=\"1440\" \/>\n\t<meta property=\"og:image:height\" content=\"762\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/webp\" \/>\n<meta name=\"author\" content=\"Giuliano Iervolino\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Scritto da\" \/>\n\t<meta name=\"twitter:data1\" content=\"Giuliano Iervolino\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tempo di lettura stimato\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minuti\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/soc-smartphone-2026-q3-apple-qualcomm-counterpoint\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/soc-smartphone-2026-q3-apple-qualcomm-counterpoint\\\/\"},\"author\":{\"name\":\"Giuliano Iervolino\",\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/#\\\/schema\\\/person\\\/be8659ce7b9ebd4d3e5ae17510a0c222\"},\"headline\":\"SoC smartphone, Apple sale al 21% e si avvicina a Qualcomm nel terzo trimestre 2026\",\"datePublished\":\"2026-11-02T09:46:00+00:00\",\"dateModified\":\"2026-11-02T09:47:27+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/soc-smartphone-2026-q3-apple-qualcomm-counterpoint\\\/\"},\"wordCount\":447,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/soc-smartphone-2026-q3-apple-qualcomm-counterpoint\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/11\\\/soc-smartphone-104bc86e-7808-4ac1-8cdb-a50f-1rp7ktr66c.webp\",\"keywords\":[\"smartphone\"],\"articleSection\":[\"News\"],\"inLanguage\":\"it-IT\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/soc-smartphone-2026-q3-apple-qualcomm-counterpoint\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/soc-smartphone-2026-q3-apple-qualcomm-counterpoint\\\/\",\"url\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/soc-smartphone-2026-q3-apple-qualcomm-counterpoint\\\/\",\"name\":\"SoC smartphone, Apple sale al 21% e si avvicina a Qualcomm nel terzo trimestre 2026\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/soc-smartphone-2026-q3-apple-qualcomm-counterpoint\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/soc-smartphone-2026-q3-apple-qualcomm-counterpoint\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/11\\\/soc-smartphone-104bc86e-7808-4ac1-8cdb-a50f-1rp7ktr66c.webp\",\"datePublished\":\"2026-11-02T09:46:00+00:00\",\"dateModified\":\"2026-11-02T09:47:27+00:00\",\"description\":\"Nel terzo trimestre 2026 le spedizioni globali di SoC per smartphone scendono del 21%. 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